Remote Insurance CSR & Data Verification Specialist

Remote Insurance Team LLC; United States; Remote; USD 35,000 - 55,000; Full time

Job summary

Remote Insurance Team is seeking a Customer Service Representative (Incoming Calls and Admin) to support Insurance Agencies remotely. The role involves data confirmation, cross-referencing, and handling email and phone communications with a focus on accuracy and excellent service.

Ideal candidates will handle pre- and post-sale administration, update CRM records, and collaborate with the team to meet service quality standards.

Qualifications

• Fluent in English with ability to liaise with international clients.
• Extreme attention to detail and accuracy.
• Excellent computer and data-entry skills.
• Customer-service oriented and empathetic.

Responsibilities

• Assist and support an Insurance Agency in their Customer Service Department via email and phone.
• Confirming data and cross-referencing to ensure data accuracy.
• Verification of information.
• Pre- and post-sale administration of personal and commercial insurance policies.
• Document and process customer information into software systems.
• Learn and follow scripts, policies and procedures.
• Comply with confidentiality requirements.
• Obtain and capture information accurately and submit to recipients.
• Manage inbound and outbound customer calls professionally.
• Assist customers with inquiries, issue resolution, and order processing.
• Maintain and update customer information in the CRM system.
• Perform general administrative tasks, including data entry and follow-ups.
• Collaborate with team members to ensure excellent customer service.
• Adhere to company policies to maintain service quality.

Skills

Fluent English

Attention to detail

Computer proficiency

Data entry

Customer service

Multi-tasking

Tools

CRM systems

Job description

Remote Insurance Team is seeking a Customer Service Representative (Incoming Calls and Admin) to support Insurance Agencies remotely. The role involves data confirmation, cross-referencing, and handling email and phone communications with a focus on accuracy and excellent service.

Ideal candidates will handle pre- and post-sale administration, update CRM records, and collaborate with the team to meet service quality standards.